OK, I will try to see how I can put my table online.
Yes, this is a good idea. Personally, as a short-term indicator, I prefer VT in CHF, because European stock exchanges are closing before the major part of US trading takes place. And we know which country has the largest share of the global market.
This can be done with TradingView:
As you can see, it has dived below the lower Bollinger band. There is a good chance for a rebound, I would say.
Thanks for sharing
Does this also have an option to have total return chart? To account for dividend?
There are smaller exchanges still open till 10pm, exact time when New York closes. Like Gettex Munich. So prices should still be updated accordingly I think. Maybe not a CHF ticker though, havenât checked.
There is an âadjustment for dividendsâ, which is not the same. But I use it as a short term (days and weeks) indicator to watch 3+% movements, and if there is a 0.5% hiccup once per 3 months, I think itâs OK.
VT in CHF is also not that precise. It is not clear which exactly FX rates TradingView applies. If you change the interval, values like intraday highs and lows are slightly changing. But, itâs good enough for an overview.
P.S. Concerning watching VT movements, although I am not zen enough to not look at all, I manage to not do anything else (like, check the benchmark and calculate the portfolio size) if VT (in USD or CHF, not so important) remains within the Bollinger Bands.
What Iâd like to have/see/play around with is index data including dividends in CHF, corrected and not corrected for inflation, for as many years as possible, preferably both with and without EM, and preferably per month.
Would one need to get MSCI World and ACWI index values, USD exchange rates and LIK separately and then build a chart? Where do you get your info from?
MSCI already provides indices in CHF.
If you want to research long-term development (I want to but have no time), MSCI World is the longest-running global stocks index.
All indices are here:
Select an index, it will open a graph.
Select the interval of interest, Index Level, Frequency.
Leave currency USD at this stage.
Update the graph.
Now a tricky part.
Switch currency to CHF.
Press âUpdateâ.
You get an error message.
Scroll up and find a âDownload dataâ field above the plot.
Download this file and you get your data in CHF as a table.
LIK is here
Thank you. Now what would make most sense here, selecting the Net or Gross variant? As Swiss investors, we get WHT back, but only of US titles. So Net just to be on the safe side?
You refer to the Level 1 + level 2 withholding taxes, but there is also the personal income tax. So, I use Net, because it is the most realistic of these three, I find.
I will repeat again that I donât claim precision in measuring global markets. All these 0.1% changes is my personal indulgence in calculating things. The employed model, a âtranslationâ of, say, underlying physical/economic system (global stocks market) into a quantifiable property (index) hardly justifies such precision.
Benchmark update.
My benchmark of the global stocks market is âMSCI ACWI IMI Net Total Return in CHFâ as calculated by MSCI. To adjust it for the inflation, I divide its value in CHF by the value of âLandesindex der Konsumentenpreise (LIK)â (âSwiss CPIâ) for the previous month.
The latest ATH of 2121.76 CHF nominal was reached on 16.07.2024. The YTD gain was +22.1% in nominal CHF, +20.3% in inflation-adjusted CHF.
LIK for July went down a bit and changed by -0.18% m/m.
The benchmark has pulled back with a minimum of 1843.76 CHF nominal reached on 5.8.2024, as evident by 142 messages posted in this thread around this date. The decline from ATH was -13.1% nominal and -12.9% inflation-adjusted, corresponding to âCorrectio Vulgarisâ. The YTD gain was +6.1% in nominal CHF, +4.7% in inflation-adjusted CHF.
As per yesterday, 14.08.2024, my benchmark stands at 1975.243 CHF nominal. It has moved +7.1% (both nominal and inflation-adjusted) from the 5.8.2024 minimum and stands at -6.9% nominal and -6.7% inflation-adjusted from ATH. This is again the âMild Correctionâ regime. The YTD gain is +13.6% in nominal CHF, +12.2% in inflation-adjusted CHF.
Stay the course.
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Crisis averted, we are back on track.
Why the previous and not the current month?
Cause the metrics are ex post.
Meaning the value of inflation for July 2024 is how much it has changed between 1st of June 2024 and 1st of July 2024?
No, meaning that July 2024 numbers are only published at the beginning of August 2024.
Why should it matter when they were published? The value for July '24 could be published in December and would still be the value for July '24?
That is a very good question, thank you. Mostly as a matter of practicality.
Note that the consumer price indices for a month show how much consumer prices have changed during the month and is calculated after the month is finished.
I want to use inflation adjustment âin real timeâ and not to wait until the next month to see where we were on the inflation adjusted basis a month before. So I use the index value for the previous month.
You can also see it like this: the inflation is accumulated during the month and we get an index value corresponding to the end of the month. From the beginning of a new month, the purchasing power of our money is (typically) lessened by the increase of prices accumulated in the previous month.
Moreover, the price index changes little from month to month. The inflation effect becomes important over years. I am looking at relative changes of the inflation adjusted benchmark, so as long as I calculate it consistently, it is good enough for my purposes.
Thank you. Makes sense.
For the calculations I did for various indices (see here) I used month-end values for the indices and exchange rates, so I had to wait for the month to be over anyway.
Werden die Wohnungsmieten herausgerechnet, liegt die Jahresinflation bereits jetzt bei minimalen 0,1 Prozent.
..as easily visible in health insurance premiums for 2025 
